Independence Financial Advisors’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Independence Financial Advisors’s Portfolio FMAT Stock Details FMAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12M	Buy	+204,631	New	+$12.1M	3.11%	14

Other funds holding FMAT

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Targeted Financial Services Seminole, Florida $136M AUM

Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

Independence Financial Advisors's FMAT Position: Q2 2026 in Review

Independence Financial Advisors opened a new position in Fidelity MSCI Materials Index ETF (FMAT) in Q2 2026: 204,631 shares worth $12M. The stake represents 3.11% of the portfolio and ranks #14 among its holdings.

20 funds tracked by Wall St. Rank hold FMAT as of Q2 2026.

Independence Financial Advisors held 204,631 shares of Fidelity MSCI Materials Index ETF worth $12M as of Q2 2026.
Fidelity MSCI Materials Index ETF was a new Independence Financial Advisors position in Q2 2026.
Fidelity MSCI Materials Index ETF made up 3.11% of Independence Financial Advisors's portfolio in Q2 2026, its #14 holding.
20 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q2 2026.

Based on Independence Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.